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MM #254: Price to Buy NVIDIA, Is Trump Moving the Markets on Purpose?, How to Trade Options in 2025, & Tech

Market Mondays

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NVIDIA's Strategic Manufacturing Push

This chapter explores NVIDIA's significant investments in U.S. manufacturing while assessing the implications of current economic policies, including Trump's tariffs. It draws parallels to sports to illustrate the gap between market potential and actual performance, highlighting NVIDIA's profit margins and future prospects. Additionally, the discussion emphasizes the importance of onshore manufacturing investments among major tech players and the geopolitical factors affecting the semiconductor industry.

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